Work with a True Fiduciary.
A Limited Liability Company
PRESIDENT & CEO
MEET KATHERINE L. BROWN, FINANCIAL ADVISOR
Katherine is a Financial Advisor and president of BrownPlanning, which is a Fee-Only Registered Investment Advisor in the state of Virginia.
The firm was started because she saw a need for consumers to work with trusted fiduciaries without a conflict of interest when seeking advice about their financial planning and investment management needs. Practicing as a fee only consulting firm was the best solution.
Katherine’s past experiences bring a wealth of financial expertise to the table. She has worked in finance for over twenty years. In the past she managed the investor relations department for a real estate company and mortgage lender. Before starting the firm in 2005, she worked with two life insurance companies, a broker dealer, and a financial planning firm.
Katherine graduated from Stanford University in Palo Alto, California with a Bachelors degree, and then continued her studies at the University of California in Los Angeles (UCLA), where she graduated with distinction from their Financial Planning program. She was admitted to the National Association of Personal Financial Advisors based on her education, experience, and financial planning methods and is honored to be a NAPFA Registered Financial Advisor.
"People who may need a financial plan and investors selecting a financial professional will encounter “fee-only” advisers and “fee-based,” or commission-based financial advisers. What’s the difference between the two? The terms sound similar, but there are important differences between these types of financial professionals"
- Yahoo Finance
EASY FEE-ONLY SERVICE
JUST PURE FINANCIAL ADVICE
Let us help you along the road of life, creating a written and detailed financial plan, updating it as needed throughout the year, and helping to implement the necessary steps to achieve your goals. Visit the office or schedule a conference call as many times you need throughout the year with a Financial Advisor.
Hire us to manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. Even include your outside company retirement plan accounts if you want. Investment management is also available for annuities, variable life insurance and college savings plans.
HOURLY WALK IN AND PROJECT
Come in for quick second professional opinion on what you are doing on your own, or what you have hired someone else to do. "Client" status ends after you leave the office or after the project is complete. No long term commitment needed!
“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”
- PROVERBS 13:11 -
THE TRUE BENEFITS
OF AN ADVISOR
QUALITY YOU CAN COUNT ON
Advice on retirement planning and projected cash needs
Advice on creating a financial plan and setting goals
Advice on annuity and/or pension planning or investing
Advice on selecting investments in my company 401(k), TSA, 403(b), or profit sharing plan
Advice on Lump Sum Rollovers or choosing IRAs
Advice on buying my house or investment property
Advice on what type of mortgage is best for my situation
Advice on the difference between life insurance products
Advice on planning for my child’s college education